What the numbers look like in aggregate.
Jump to the case that looks like your business.
8-facility LTC operator unified under one PEO platform.
Challenge. Each of eight facilities ran its own payroll vendor, benefits broker, and workers’ comp policy. Cross-facility hires triggered duplicate records and the experience modifier drifted upward year over year.
What we did. Migrated all eight facilities onto a single PEO platform with one master workers’ comp policy. Standardised benefits plan menu and GL cost-center coding.
Outcome. 100% on-time payroll across all eight facilities, 31% reduction in workers’ comp spend, single point of accountability across the network.
R.H., Director of Operations · ~340 employees · Intermountain West · Engagement Q3 2023. Ongoing.
50-employee manufacturer cuts workers’ comp by 23%.
Challenge. OSHA near-misses and a high mod rate had pushed workers’ comp premiums to an unsustainable level. Employee class codes were misaligned with actual duties.
What we did. Our workers’ comp specialist restructured the safety program, reclassified employee codes, moved the company onto the master WC policy, and instituted monthly toolbox talks.
Outcome. Premium fell 23% in four months, zero OSHA citations since rollout, and recordable incidents trending down.
B.K., Plant Manager · 50 employees · Utah · Engagement Q1 2025. Ongoing.
Multi-state law firm scaled 12 → 85 across 4 states.
Challenge. Rapid hiring across state lines exposed compliance gaps in tax registration, benefits eligibility, and exempt classification. The managing partner was personally signing offer letters instead of practicing law.
What we did. Our payroll specialist handled multi-state tax registration end-to-end. ACA tracking and 1095-C reporting moved off the firm’s plate. Axiom Bookkeeping integrated billable-hour reporting with payroll.
Outcome. The firm grew 7x in headcount with zero compliance incidents and never hired an in-house HR person.
D.P., Managing Partner · 85 attorneys & staff · UT / NV / CA / ID · Engagement Q2 2023. Ongoing.
120-employee nonprofit HR: reactive to strategic in 90 days.
Challenge. A solo HR director drowned in federal/state compliance changes, missed training deadlines, and a handbook five years stale. The board was asking pointed quarterly questions.
What we did. A 90-day compliance audit, rebuilt handbook, recurring mandated-training calendar with completion tracking, and a quarterly board-ready HR risk report.
Outcome. Full compliance inside 90 days, 100% mandated-training completion, quarterly risk report the executive director hands to the board.
J.L., HR Director · 120 employees · 501(c)(3), Utah · Engagement Q2 2024. Ongoing.
47-person framing contractor: 23% WC cut, 3 states unified.
Challenge. Multi-state crews, a mod rate 18% above benchmark, and no dedicated HR meant the owner was spending 12 hours a week on payroll corrections and compliance email.
What we did. Full PEO co-employment structure, workers’ comp benchmarking, consolidated multi-state payroll/tax, dedicated HR specialist, safety program documentation and OSHA recordkeeping.
Outcome. 23% workers’ comp premium reduction in year one, zero compliance penalties over two years across UT/ID/NV, ~12 hours per week of owner time recovered.
C.F.O., 47-person framing contractor · UT/ID/NV · PEO relationship. Client name withheld for confidentiality.
78-person GC: EMR 1.8 → 0.9, premium down 31%.
Challenge. Job sites across three states meant tangled prevailing-wage rules and an EMR of 1.8 that turned every renewal into a price hike. Certified payroll pulled the controller off billable work for days at a time.
What we did. Our workers’ comp specialist took over claims intake, return-to-work, and OSHA documentation. Master WC policy. Automated certified payroll with WH-347 export. Axiom reconciled certified-payroll cost coding.
Outcome. EMR 1.8 → 0.9 in 18 months. WC premium fell 31% (~$38K/yr freed). Audit prep collapsed from a multi-week scramble to a single phone call.
M.T., VP of Operations · 78 employees · UT/NV/ID · Engagement Q1 2024. Ongoing.
3-location dental practice: 80% less benefits admin.
Challenge. Open enrollment ran two weeks and still ended with carrier mistakes. The owner was fielding benefits questions at 9pm and dreading every WC audit cycle.
What we did. Benefits specialist took over carrier coordination and enrollment. Single audit point of contact for WC. Axiom aligned payroll deductions to plan elections. Standardised onboarding workflow across all three sites.
Outcome. Benefits admin time fell ~80%. Open enrollment closes in two days with zero carrier errors. WC audits close in one phone call.
S.M., Owner · 34 employees · Salt Lake City, UT · ASO + benefits admin · Engagement Q4 2023. Ongoing.
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The editorial summary above is the headline. The full engagement. Challenge, solution, outcome. Lives here.
Healthcare / LTC · 8-facility operator, ~340 employees
The challenge in detail: Eight separate payroll vendors and benefits brokers. Workers’ comp EMR drifting upward year over year. Cross-facility hires creating duplicate records and late pay. No unified GL coding for cost-center reporting.
What we did: Migrated all eight facilities onto one PEO. Unified master workers’ comp policy. Standardised benefits plan menu. One broker, one renewal. Axiom Bookkeeping mapped GL coding by cost center. One team across the entire operator.
“One platform, one team, one number to call. That was the entire pitch and they delivered.”
R.H., Director of Operations, 8-facility long-term care operator, Utah, Q3 2025
Manufacturing · 50-employee component manufacturer, Utah
The challenge in detail: Multiple OSHA near-misses on the shop floor. Workers’ comp class codes misaligned with actual roles. No formal safety program or recordable-incident review. Recordable incidents trending up.
What we did: Our WC specialist restructured the safety program. Reclassified employee codes to match actual duties. Migrated to master workers’ comp policy. On-site training plus monthly toolbox talks. OSHA 300 log ownership.
“Four months in, the premium hit and our shop floor was actually safer.”
B.K., Plant Manager, 50-employee manufacturer, Utah, Q3 2025
Professional Services · 85-attorney litigation firm, 4 states
The challenge in detail: Multi-state tax registration gaps as offices opened. Inconsistent exempt classification. Managing partner personally drafting offer letters. ACA tracking done manually in spreadsheets.
What we did: Payroll specialist handled multi-state tax registration end-to-end. ACA tracking and 1095-C reporting fully owned. Standardised offer-letter templates by state & role. Benefits eligibility workflow tied to hire date. Axiom integrated billable-hour reporting with payroll.
“We grew 7x and never hired an HR person. Our specialist was the HR team.”
D.P., Managing Partner, 85-attorney law firm, Utah (4-state), Q3 2025
Nonprofit · 120-employee 501(c)(3), Utah
The challenge in detail: Employee handbook 5 years out of date. Mandated training deadlines missed across multiple programs. No tracking system for compliance training completion. Solo HR director drowning in regulatory updates.
What we did: HR specialist ran a 90-day compliance audit. Rebuilt the handbook from scratch. Stood up a recurring mandated-training calendar with reminders. Deployed completion-tracking dashboards by program. Delivered a quarterly board-ready HR risk report.
“I actually feel confident when our board asks about HR risk now.”
J.L., HR Director, 120-employee nonprofit, Utah, Q3 2025
Construction · 47-person framer, UT/ID/NV
The challenge in detail: Workers’ comp mod rate 18% above industry benchmark. Multi-state payroll compliance constant fire drill. No dedicated HR. All issues routed to ownership. Inconsistent onboarding across job sites. No formal safety program.
What we did: Full PEO co-employment structure. Workers’ comp benchmarking and mod rate review. Consolidated multi-state payroll and tax. Dedicated HR specialist as single point of contact. Safety program documentation and OSHA recordkeeping.
“Before VertiSource HR, I was spending 12 hours a week on payroll questions, compliance emails, and WC paperwork. Now that’s handled.”
CFO, 47-person framing contractor, UT/ID/NV
Construction · 78-person general contractor, UT/NV/ID
The challenge in detail: EMR of 1.8. Premium 30%+ above peers. Certified payroll for prevailing-wage jobs done by hand. Inconsistent OSHA 300 logs across job sites. Audit prep pulled controller off billable work for weeks. Multi-state SUTA / UI gaps.
What we did: WC specialist took over claims intake, return-to-work, OSHA documentation. Migrated company onto master workers’ comp policy. Automated certified payroll generation with WH-347 export. Axiom reconciled certified-payroll cost coding. Standardised incident reporting across three states.
“Multi-state payroll is just a non-issue now, and our specialist knows every claim by name.”
M.T., VP of Operations, 78-employee contractor, Utah, Q3 2025
Healthcare / Dental · 3-location practice, Salt Lake City
The challenge in detail: Open enrollment ran 2+ weeks with carrier errors after. Owner answering benefits questions personally, off-hours. Payroll deductions never matched carrier invoices. WC audits caused weeks of stress. No structured onboarding across 3 locations.
What we did: Benefits specialist owns carrier coordination & enrollment. Single audit point of contact for WC. Axiom aligned payroll deductions to plan elections. Structured onboarding workflow standardised across all 3 sites. Employee self-service portal for benefits questions.
“For a 34-person practice, having this level of HR support changes everything.”
S.M., Owner, 34-employee dental practice, Salt Lake City UT, Q2 2025